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Financial Planning Assistant

2 months ago

Norwich, Norfolk, United Kingdom Recruit UK | Certified B Corp™ Full time

Recruit UK is excited to present a remarkable opportunity for a skilled Paraplanner to become part of a reputable Wealth Management Firm.

This organization is on the lookout for either a Junior Paraplanner or a seasoned Paraplanner to enhance their paraplanning team, providing essential support to their Financial Advisers.

The paraplanning team is responsible for conducting thorough research and analysis, as well as crafting high-quality suitability reports that contribute to the delivery of exceptional holistic financial planning services.

The ideal candidate will be tasked with delivering Paraplanning assistance while adhering to established business objectives.

Key Responsibilities:

  • Offer technical and research assistance to the financial planners
  • Support the compliance department and the support team as necessary
  • Draft suitability reports and summaries of recommendations for the processing team
  • Challenge the planner's recommendations when appropriate
  • Develop and maintain a comprehensive understanding of the firm's centralized investment proposition
  • Ensure accurate maintenance of client records on the internal system

Required Skills and Experience:

  • Experience in paraplanning
  • Possession of a Level 4 Diploma or over three years of relevant experience without the Level 4 qualification
  • Openness to Junior Paraplanner candidates

Benefits Offered:

  • Competitive salary up to £38,000, based on experience
  • Private healthcare coverage
  • Generous annual leave along with bank holidays
  • Pension contributions
  • Opportunities for career development
  • Long-term career advancement prospects

Additional Skills and Experience:

For those with a Diploma in Financial Advice or:

  • A Bachelor's degree in finance, business, law, or a related discipline. A relevant professional certification (e.g., ICA Diploma in Compliance) is preferred.
  • Demonstrated experience in a compliance role within a financial services organization, ideally in an FCA-regulated setting.
  • Comprehensive understanding of FCA regulations, compliance requirements, and best practices.
  • Strong analytical abilities and meticulous attention to detail.
  • Excellent communication and interpersonal skills.
  • Capability to work independently and collaboratively within cross-functional teams.
  • Proficiency in Microsoft Office applications and compliance management software.
  • Aptitude for prioritizing tasks, managing multiple projects concurrently, and meeting deadlines.

If this opportunity does not align with your qualifications, feel free to explore other available positions in the area.